Tacita Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Sell |
133
-124
| -48% | -$15.4K | 0.01% | 184 |
|
|
2025
Q1 | $25.4K | Hold |
257
| – | – | 0.02% | 162 |
|
|
2024
Q4 | $28.6K | Buy |
257
+124
| +93% | +$13.8K | 0.02% | 158 |
|
|
2024
Q3 | $12.8K | Hold |
133
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $13.2K | Hold |
133
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $16.3K | Buy |
133
+123
| +1,230% | +$15.1K | 0.01% | 184 |
|
|
2023
Q4 | $903 | Hold |
10
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $811 | Hold |
10
| – | – | ﹤0.01% | 189 |
|
|
2023
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 187 |
|
|
2023
Q1 | $1K | Sell |
10
-2,600
| -100% | -$260K | ﹤0.01% | 184 |
|
|
2022
Q4 | $227K | Sell |
2,610
-200
| -7% | -$17.4K | 0.17% | 80 |
|
|
2022
Q3 | $265K | Sell |
2,810
-1,500
| -35% | -$141K | 0.21% | 68 |
|
|
2022
Q2 | $407K | Hold |
4,310
| – | – | 0.28% | 53 |
|
|
2022
Q1 | $591K | Hold |
4,310
| – | – | 0.34% | 48 |
|
|
2021
Q4 | $668K | Hold |
4,310
| – | – | 0.38% | 48 |
|
|
2021
Q3 | $729K | Hold |
4,310
| – | – | 0.45% | 44 |
|
|
2021
Q2 | $758K | Hold |
4,310
| – | – | 0.46% | 44 |
|
|
2021
Q1 | $795K | Buy |
4,310
+1,500
| +53% | +$277K | 0.52% | 40 |
|
|
2020
Q4 | $509K | Buy |
+2,810
| New | +$509K | 0.34% | 57 |
|